9WM
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9258 Wealth Management’s Moody's MCO Stock Holding History

9258 Wealth Management’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$205K Buy
+432
New +$200K 0.03% 344

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

9258 Wealth Management's MCO Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Moody's (MCO) in Q3 2024: 432 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #344 among its holdings.

1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • 9258 Wealth Management held 432 shares of Moody's worth $205K as of Q3 2024.
  • Moody's was a new 9258 Wealth Management position in Q3 2024.
  • Moody's made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #344 holding.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.